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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,561 | $208,088-30.0% | $186,193-21.8% | $154,746-5.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.59% | 89.97%-77.4pp | 78.03%-65.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $19,246 | $4,340+343.5% | $3,918+391.2% | $4,379+339.5% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,112 | $11,698-81.9% | $11,058-80.9% | $14,365-85.3% |